Unclaimed Benefits Administrator MMH260827-1

Role Purpose

Responsible for tracing and tracking clients and beneficiaries. Day-to-day administration of benefits, while ensuring that all transactions are properly recorded and processed. Effectively contacting members of unclaimed funds and process claims pay-outs.

Requirements

• 3-5 years' experience working in a call center and / or debt collection environment and/or proven aptitude.
• MS word, excel, power point, outlook.
• Knowledge of Retirement Fund, Provident and Preservation Fund policies including Section 37C.
• Grade 12 OR equivalent.
• A higher certificate, diploma, or degree (NQF Level 5 to 7) in fields such as Business Management or Administration / Communications and Law.

Duties and Responsibilities

• Perform tracing and tracking duties.
• Verifying successfully contacted and traced members.
• Provide service delivery to customers through tracing and locating clients using contact and personal details.
• Trace, track and gather client’s personal and contact details.
• Resolve tracing and tracking issues to serve customers better.
• Ensure compliance of company guidelines and policies.
• Processing payments and retention policies and procedures.
• Ensure a transfer and effective co-ordination of hand-over processes to Momentum Financial Planners where applicable.

As an applicant, please verify the legitimacy of this job advert on our company career page.-305080